Four_iv

Privacy & compliance rarely sit in the same sentence in crypto but they both work side by side, but that’s the exact gap Dusk is building for security and compliance.

As a Layer-1 designed around Confidential Security Contracts, Dusk can let institutions settle regulated assets on-chain while keeping transaction details shielded from public view yet auditable for regulators which is win win for investor too, Data protected and ready for audit.

With DuskEVM live and partnerships like NPEX pushing tokenized securities on-chain, the compliant privacy thesis for RWAs which is hot topic at this moment moving forward we may be getting real traction.

Worth watching how $DUSK captures value as more issuers explore this rail.

#dusk $DUSK @Dusk

Elon Musk says "I hope AI is nice to us."

What do you think?

The Bitcoin ETFs saw another weekly net outflow of $389.7M while ETH saw a weekly net inflow of $6.7M.

#BitcoinETFs!

The support under $BTC has started to disappear.

The heavy wall of buy orders that built below price in June has begun to drain away. What remains is a much thinner floor.

In our weekly updates we've been monitoring this metric closely

#BtC

$XRP WHALES ARE NO LONGER SELLING LIKE BEFORE

Binance #xrp whale inflows have collapsed to just $61M, the lowest level since 2021, down ~86% from $456M in Jan 2025.
Netflows remain positive at +$18.8M, while declining inflows suggest sell-side exhaustion.

Bullish setup? Potentially.
New ATH confirmed? Way too early.

BITCOIN MARKET STATUS

Here’s What I’m Watching Right Now

1️⃣ Supply In Loss
2️⃣ NUPL
3️⃣ Fund Holdings
4️⃣ Renko Structure
5️⃣ 50D SMA
6️⃣ 4th Halving Anchored VWAP + 2.1σ Bands
7️⃣ ATH Anchored VWAP
8️⃣ 2nd Lower High Anchored VWAP
9️⃣ Current Price
🔟 Open Interest

These 10 Metrics Together Give A Much Clearer Picture Of BTC’s Current Market Structure.

BITCOIN 4H CHART UPDATE

Bitcoin is attempting to stabilise after breaking below the previous range, currently trading around $63,000.

The short-term structure remains cautious, with BTC still below the key $64,000 support/resistance flip level.

KEY LEVELS AT A GLANCE

• Current Price: $63,000
• Immediate Support: $63,000
• Key Resistance: $64,000
• Major Resistance: $65,700
• Lower Range Support: $61,000

WHAT THE CHART IS TELLING US

Bitcoin has been rejected from the $65K area and has since lost the $64,000 support zone, turning it into overhead resistance.

The recent move lower has brought BTC back to the $63,000 region, which is now the first important level bulls need to defend.

Holding this area would allow buyers to attempt a recovery back towards $64,000.

However, losing $63,000 would open the door for a deeper move towards the $61,000 low-range support zone.

TACTICAL LEVELS TO WATCH

• Bullish scenario

BTC reclaims $64,000 and turns it back into support. This would open a move towards $65,700 resistance.

• Bearish scenario

BTC fails to hold $63,000, increasing the probability of a retest of the $61,000 support area.

TAKEAWAY

Bitcoin is currently sitting at a decision point.

The market has not broken down completely, but bulls need to reclaim $64,000 to regain short-term control.

Until then, resistance remains overhead and sellers are still in control of lower timeframe momentum.

The key battle zone is clear:

$63,000 support vs $64,000 resistance.

The next major move is likely to come once one of these levels breaks.

Bitcoin real signal isn’t price: It’s WHERE the coins are moving

➡️ 1K–10K BTC wallets → Binance inflows +793% vs 90D baseline

➡️ Coinbase → persistent outflows, while Binance/Upbit/Bybit see rising supply

➡️ Negative Coinbase Premium + flat funding = weak spot demand

Smart money is repositioning. The next move depends on whether these flows normalize.

Trump family crypto company World Liberty Financial receives approval to become a federally chartered bank.

#TRUMP

BITCOIN SPOT ETF UPDATE

Institutional demand has cooled slightly, but the bigger picture remains unchanged.

Bitcoin spot ETFs recorded a daily net outflow of $131.1M, equal to approximately 2.07K BTC leaving the funds.

The key point:

This is a small withdrawal compared to the size of institutional exposure currently sitting in these products.

Total Bitcoin spot ETF holdings remain at:

+$52.30B in net inflows
+649.22K BTC accumulated

Total ETF assets remain near:

$78.92B

The institutional Bitcoin trade is still firmly established.

Breaking down today’s flow:

BlackRock IBIT: -613 BTC
Fidelity FBTC: -868 BTC
ARKB: -927 BTC
GBTC: -572 BTC

The majority of today’s selling came from the largest ETF providers, showing some short-term profit taking rather than a structural exit.

Meanwhile, several funds continue to maintain exposure, with MSBT adding +112 BTC and BTC adding +613 BTC.

The bigger picture:

Spot ETF flows have become one of Bitcoin’s strongest demand indicators.

When institutions are aggressively accumulating, BTC tends to find strong support because a large amount of supply is being absorbed off exchanges.

Today’s outflow is a minor rotation after sustained accumulation, not a sign of institutional risk-off behaviour.

What we are watching:

Bitcoin remains in a key area after failing to reclaim the $64,000 level.

ETF demand is currently neutral-to-slightly negative short term, but the long-term institutional bid remains intact.

A return to positive ETF flows alongside a BTC reclaim of resistance would provide the next major catalyst for continuation.

For now, institutional demand has paused, it has not disappeared.

Citi bank calls for US Senate to pass the Crypto Clarity Act.

#CLARITYAct

BITCOIN MARKET STRUCTURE UPDATE

Bitcoin is currently trading inside a tight consolidation range after failing to reclaim the $65,700 resistance zone.

Price has been rejected multiple times from the $65K–$65.7K area, showing that sellers are still defending this region. However, BTC continues to hold above the key $63,000 support level, which has acted as a strong demand zone throughout this range.

The current structure:

• Resistance: $65,700
• Major resistance: $67,200
• Key support: $64,000
• Strong support: $63,000
• Range support: $61,000

The important observation is that Bitcoin has not broken down despite repeated rejections.

We are seeing a compression phase where price is being squeezed between $63,000 and $65,700. These periods of low volatility typically precede a larger expansion move.

Our current view:

As long as BTC continues holding $63,000, the structure remains constructive.

A clean reclaim of $64,000 would be the first sign of strength, opening the door towards another attempt at $65,700.

If bulls manage to break and hold above $65,700, the next target becomes the $67,200 resistance zone.

The bearish scenario would be a loss of $63,000. That would weaken the structure and likely send Bitcoin back towards the $61,000 range support.

For now, we remain cautiously bullish.

Bitcoin is holding the important levels, sellers are failing to push price lower, and the market is building energy for the next major move.

The next breakout from this range should decide the direction of the next leg.

White House to meet with top crypto executives next week.

#US

Bitcoin Is Building A Bottom But Capitulation May Not Be Over

LTH aNUPL Has Turned Negative While $BTC Trades ~50% Below Its Cycle High, A Structure Seen Near Major Macro Bottoms.

→ Stress Is Rising, But Not Yet At Historical Capitulation Extremes.

→ Deeper LTH Losses = Risk Of Another Leg Down.

Recovery Toward 0 = Absorption.

Stablecoin Liquidity Is NOT Keeping Up With $BTC

Since June, BTC Is Up ~6%, While SSR Has Risen ~16%, Signaling Stablecoin Buying Power Has Actually Weakened Relative To BTC.

→ Price Recovery ≠ Liquidity Expansion.

→ If SSR Starts Falling, That Could Confirm Fresh Stablecoin Buying Power Entering BTC.

Bitcoin Is Rising But Who’s Actually Buying?

$BTC Rebound Is Being Led By Futures Demand, While On-Chain Spot Demand Remains Negative.

▶️ Futures ↑ | ETF Flows ↑ | Spot Demand ↓

▶️ This Mirrors April’s Leverage-Driven Rally.

The Real Bullish Confirmation:

Spot Demand Must Turn Positive.

$XRP Could Drop Another 50% If This Level Breaks

Whale → Exchange Flow has fallen ~38.9%, meaning the current decline isn’t being driven by aggressive whale deposits.

The structure remains bearish, however: persistent lower highs/lows + weak spot demand.

$1 is the critical support. Lose it decisively, and $0.50 becomes the next major downside target.

A reclaim of $1.15 is needed to materially improve the structure.